Samsara (NYSE:IOT) Insider Sells $4,807,927.66 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 168,227 shares of the company’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66. Following the completion of the sale, the insider directly owned 15,200 shares in the company, valued at approximately $434,416. The trade was a 91.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total transaction of $2,628,137.31.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total transaction of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total transaction of $2,533,944.35.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total value of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total value of $309,878.64.
• On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total value of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total value of $4,320,013.20.
• On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total transaction of $6,827,093.00.

Samsara Stock Performance

IOT traded up $0.47 during midday trading on Thursday, hitting $27.99. The company had a trading volume of 4,502,457 shares, compared to its average volume of 7,553,471. The company has a market capitalization of $16.25 billion, a PE ratio of -1,398.75, a P/E/G ratio of 10.30 and a beta of 1.29. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40. The firm’s 50-day simple moving average is $30.60 and its 200-day simple moving average is $33.22.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The company had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same period in the prior year, the business earned $0.11 earnings per share. Samsara’s quarterly revenue was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, sell-side analysts anticipate that Samsara Inc. will post 0.06 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on IOT shares. TD Cowen reissued a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. UBS Group reissued a “buy” rating and set a $48.00 price objective on shares of Samsara in a report on Friday, March 6th. Royal Bank Of Canada lifted their price target on shares of Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. BMO Capital Markets increased their price objective on shares of Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, Truist Financial lowered their target price on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Institutional Investors Weigh In On Samsara

A number of hedge funds and other institutional investors have recently made changes to their positions in IOT. Acumen Wealth Advisors LLC acquired a new position in Samsara in the 4th quarter worth $28,000. Caitong International Asset Management Co. Ltd raised its stake in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after purchasing an additional 669 shares during the period. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares in the last quarter. AlphaCentric Advisors LLC bought a new stake in shares of Samsara in the fourth quarter valued at about $36,000. Finally, Optiver Holding B.V. boosted its position in shares of Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the period. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.